Position in RTX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,417,293
-$31,559 QoQ
Shares Held
23,282
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#970
of 3,392 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Sowell Financial Services LLC holds $37,673,937 across 20 Aerospace & Defense names. RTX ranks #5 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
32,447 | $7,023,802 | |
| 2 | WWD |
Woodward, Inc.
|
12,514 | $5,323,956 | |
| 3 | GE |
General Electric Co
|
13,158 | $4,917,539 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
8,133 | $4,559,441 | |
| 5 | RTX |
RTX Corp
This page
|
23,282 | $4,417,293 | |
| 6 | LMT |
Lockheed Martin Corp
|
6,909 | $3,519,859 | |
| 7 | GD |
General Dynamics Corp
|
3,492 | $1,237,006 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
2,319 | $1,181,089 |
All Filings in RTX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,417,293 | 23,282 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,448,852 | 23,063 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,776,939 | 20,594 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,335,221 | 19,932 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,103,655 | 21,255 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,074,985 | 15,665 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,008,783 | 17,359 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,709,501 | 22,363 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,284,374 | 22,755 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,076,511 | 21,291 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,759,030 | 20,906 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,618,749 | 22,492 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,767,394 | 18,042 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,472,083 | 15,032 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,693,235 | 16,778 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $1,032,309 | 10,420 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,166,543 | 13,555 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,453,755 | 16,912 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,686,749 | 19,772 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,817,235 | 23,518 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,597,104 | 22,334 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,327,332 | 23,068 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,428,721 | 23,186 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $648,235 | 6,872 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||